Micron Rockets 8%, Western Digital Surges 7%, SanDisk Pops 6% in Memory-Stock Snap-Back 24/7 Wall St.

Memory and storage names are leading the tape in early Monday trading, snapping back hard from Friday’s brutal selloff. Micron Technology (NASDAQ:MU) stock is up 8% to $935, while Western Digital (NASDAQ:WDC) and SanDisk (NASDAQ:SNDK) are also rallying sharply. The bounce arrives without a fresh fundamental catalyst, and it looks technical in nature. The trio ... Micron Rockets 8%, Western Digital Surges 7%, SanDisk Pops 6% in Memory-Stock Snap-Back

格隆汇6月8日｜赣锋锂业6月8日在分析师会议上表示，储能市场需求强劲，海外客户订单明确。近期锂价有所回调，叠加下半年行业传统旺季来临、大电芯落地带动系统成本下降，行业盈利与性价比将持续修复。当前公司储能业务产能已满产满销，需求尚未完全释放，下半年新增产能落地后，将进一步拉动锂资源需求，行业内卷态势将逐步缓解，市场将向理性化方向发展。

Getty Images I previously rated Arista Networks, Inc. ( ANET ) as a Buy in November 2025, attributed to the excellent margin of safety arising from the prior AI-related market-wide meltdown and the robust performance metrics. In this article, I shall discuss why I am reiterating my Buy rating, with the ongoing macro/AI funding correction already triggering a dip buying opportunity. ANET Proves Their AI Beneficiary Status ANET 1Y Stock Price (TradingView) Since my last Buy article, ANET has delivered an outsized stock price rally of +23.6% compared to the wider market at +11.1%, with a similar outperformance also observed in its connectivity peers in varying degrees. Much of their outperformance is attributed to the reiterated durability of data center capex trends, with the Gen/Agentic AI boom driving the expanding interconnect Total Addressable Market (TAM). 1. Expanding Interconnect TAM For example, at a time of growing inferencing demand, Intel ( INTC ) has highlighted how the "CPU now serves as the orchestration layer and critical control plane for the entire AI stack." This has led to the changing ratio of CPU to GPU installation in data centers from the prior training stack at 1 to 8 to the current inference stack at 1 to 4, with a path to nearing parity seemingly rather likely. Here is where interconnect/ethernet offerings, such as those offered by ANET, have proven to be critical, as more hyperscalers need more " networks to connect their GPUs, their CPUs, and the underlying pieces that put together their AI infrastructure." Much of ANET's success is partly attributed to their Ethernet offerings' applicability to diverse AI accelerators, as Nvidia ( NVDA ) retains their general GPU leadership at 92% as of early 2025, albeit as more custom ASICs also become increasingly popular. This is on top of ANET's Etherlink portfolio addressing " both the synchronous flows for massive training and the low latency for concurrent swarms of real-time inference in this era ...

The stunning thing about this year's stock-market rally is that much of it has come in just the last couple of months.

A sustained competitive advantage is the best way to sustain a company's growth and raise its stock price. But it's not always obvious to the market where one company stands relative to its competitors. Elon Musk's SpaceX is the global leader in rocket launch services, and it's more obvious than ever. One of its primary challengers, Blue Origin , founded by billionaire Jeff Bezos, recently had a rocket explode during a test launch. Beyond the explosion going viral, it reminds investors of the high stakes of launching powerful rockets into orbit. Here's why the Blue Origin explosion is likely to add more fuel to SpaceX's upcoming blockbuster initial public offering (IPO). Image source: The Motley Fool. Continue reading

An easy way for a company to get bigger and add market share is to acquire other businesses. And many businesses rely on m ergers & acquisitions (M&A) as a core part of their long-term growth strategy. But it isn't always easy to pull off, and it includes adding more employees and costs along the way. SoundHound AI (NASDAQ: SOUN) is an example of a company that's leaned heavily on M&A. It's a small player in the voice artificial intelligence (AI) market, but it has acquired multiple companies in recent years. And in doing so, it's gotten a whole lot bigger. Its CEO believes it has things figured out when it comes to M&A. But is that really the case? After all, the stock is down more than 20% over the past year, despite the company achieving some impressive growth. Let's take a look at the numbers to see if M&A has been working well for SoundHound AI. Image source: Getty Images. Continue reading

tongstock/iStock via Getty Images The following segment was excerpted from First Eagle Global Real Assets Fund Q1 2026 Commentary. Portfolio Review The Global Real Assets Fund A Shares (without sales charge*) posted a return of 12.08% in first quarter 2026. All geographic regions contributed to performance; North America and emerging markets were the largest contributors while Japan and developed Europe lagged. Materials and energy were the leading contributors among equity sectors, while consumer staples was the only detractor and healthcare lagged. The Real Assets Fund outperformed the MSCI World Index in the period. Energy stocks broadly outperformed in the first quarter due to surging oil and natural gas prices following the outbreak of war in the Middle East and the closure of the Strait of Hormuz, which provides passage for roughly 20% of global oil and liquefied natural gas (LNG) supply. Every major subsector participated in this rally, including integrated producers and service providers. Imperial Oil ( IMO ), Noble ( NE ) and Shell ( SHEL ) were among the largest energy-sector contributors to performance. Leading contributors in the First Eagle Global Real Assets Fund this quarter included Noble Corporation PLC Class A, Samsung Electronics Co. ( SSNLF ), Ltd. Pfd Non-Voting, Imperial Oil Limited, Shell PLC and National Atomic Company Kazatomprom JSC Sponsored GDR RegS ( NATKY ). Noble is a deepwater drilling contractor for the oil and gas industry. In addition to tailwinds from a shift in production from shale toward deepwater, Noble of late has begun to convert final investment decision (FID) projects into contracts. Samsung Electronics is a global technology company and major manufacturer of diverse electronic components with a dominant presence in memory semiconductors. Shares performed well as dynamic random access (DRAM) memory and NAND memory chip prices reached new all-time highs during the quarter because of persistent demand from hyperscalers drive...

大公司： 热门中概股美股盘前多数上涨，哔哩哔哩涨超5% 36氪获悉，热门中概股美股盘前多数上涨，截至发稿，哔哩哔哩涨超5%，蔚来、理想汽车涨超2%，阿里巴巴涨0.87%，京东涨0.48%，小鹏集团涨0.31%，百度跌超1%，拼多多跌0.35%。 天娱数科：目前无物理AI业务，未形成相关业务收入 36氪获悉，天娱数科公告，公司股票于2026年6月5日、6月8日连续两个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。经公司自查并向第一大股东核实，公司前期披露信息无需更正补充，未发现可能对股价产生较大影响的未公开重大信息，生产经营活动正常，第一大股东在异常波动期间未买卖公司股票。公司关注到近期部分媒体讨论涉及“物理AI”概念，但截至目前，公司没有物理AI业务，未形成相关业务收入。 锋龙股份：截至目前，公司不涉及人形机器人业务 36氪获悉，锋龙股份发布股票交易异常波动公告，公司股票交易连续3个交易日收盘价格涨幅偏离值累计超过20%。截至目前，公司不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售，未发生重大变化，公司市场环境或行业政策未发生重大调整。公司与优必选及其关联方的生产经营、核心技术发展等各自独立。截至目前，公司与优必选及其关联方不存在应披露的关联交易，公司未向其提供任何产品。锋龙股份最近三个交易日两涨停。 携程：已作为首批内测团队接入微信AI生态布局 36氪获悉，据携程黑板报消息，6月8日，微信公开课发布《关于开发者接入微信AI生态的指引》称，微信开放平台将在充分尊重开发者权益和自主选择的基础上，为开发者提供便捷接入微信AI生态的能力，开发者可主动授权接入微信AI。携程小程序已作为首批内测开发者完成初步接入适配，未来将围绕酒店预订、机票查询、旅游度假、出行服务等核心场景接入微信AIAgent。下一步，双方将围绕产品体验进行紧密优化与打磨，期待在产品正式上线后为用户带来更智能的服务体验。 Rokid发布社区生态治理与隐私保护整改声明：已全面清理社区违规内容、处置涉事账号 36氪获悉，6月8日，乐奇Rokid针对用户使用其AI眼镜在公共场合拍摄并传播涉隐私内容事件，发布专项整改声明。公司已全面清理社区违规内容、处置涉事账号，并升级内容审核算法；同步向电商平台投诉下架“遮光贴”等规避拍摄提示的违规配件；技术层面强化硬...

Getty Images As an investor, I always feel good when a company follows up on its promises. I never touched GameStop Corporation ( GME ) stock during the meme stock mania in 2021, but when I looked at the company last February, I thought exciting times were ahead for investors, going by CEO Ryan Cohen's comments on exploring acquisition opportunities to deploy the ~$9 billion sitting on its balance sheet at the time. Following up on this promise, GameStop proposed a non-binding bid to acquire eBay, Inc. ( EBAY ) in a ~$55 billion deal on May 3. This deal did not materialize as eBay rejected GameStop's proposal. eBay even went on to claim that GameStop's proposal was "neither credible nor attractive". GameStop at least tried, in my opinion. This brings me to GameStop's Q1 earnings print. The stock rallied more than 10% on June 3 after the company reported better-than-expected earnings for Q1 . The company announced a $2 billion buyback program as well, boosting investor confidence. After digesting the Q1 earnings report and the outlook for the company, I still believe very exciting times are ahead for GameStop investors. That said, I am not planning to invest in GME at this time. GameStop Q1 Earnings Recap GameStop reported $835.3 million in net sales for Q1, a YoY increase of 14%. This growth primarily came on the back of a 65% YoY jump in collectibles sales to $348.9 million. With this strong growth in Q1, the collectibles segment has now become the biggest contributor to GameStop's revenue. This marks a major shift in revenue mix, given that the hardware segment used to be the top contributor to revenue in the past. Exhibit 1: GameStop sales mix as of Q1 Company filings GameStop's operating income was $143.3 million in Q1. This marked a complete turnaround from Q1 2025 when GameStop incurred an operating loss of ~$11 million. This turnaround came on the back of a 620 basis-point improvement in gross margins and major improvements in the company's cost profile. For ...

格隆汇6月8日｜WTI原油失守91美元/桶，日内涨0.51%。

专题：聚焦美股2026年第一季度财报 这家汤品与零食巨头公布，第三财季销售额同比下滑 4%，至 23.7 亿美元 金宝汤最新季度营收走低，零食业务进一步下滑是主要拖累因素之一。 内容速览 金宝汤第三财季净利润达 1.24 亿美元，去年同期为 0.66 亿美元；尽管销售额下滑 4% 至 23.7 亿美元，利润仍实现增长。 金宝汤最新季度营收有所下滑，零食业务持续走弱是重要诱因，但公司同期利润实现上涨。 这家主营汤品与零食的企业于周一发布第三财季财报：净利润 1.24 亿美元，折合每股收益 41 美分；去年同期净利润仅 6600 万美元，每股收益 22 美分。 经调整后每股收益 50 美分，高于 FactSet 调研分析师一致预期的 48 美分。 季度总销售额同比下滑 4%，录得 23.7 亿美元；分析师此前预期为 23.8 亿美元。 零食板块净销售额下滑 4%，咸味零食、薄脆饼干、新鲜烘焙品类全线走弱。餐食与饮料业务净销售额同样下降 4%，美国本土汤品销量出现下滑。 首席执行官米克・贝克惠岑表示，本季度业绩符合公司预期，但企业经营仍承压，一方面终端需求疲软，另一方面通胀持续挤压利润空间。 贝克惠岑同时称，公司正在发力扩充咸味零食产品线等多项举措，目前已初见成效；旗下金宝汤、拉奥氏、斯旺森等核心餐食与饮料品牌，持续受益于居家烹饪消费热潮。 “集团整体正聚焦精简业务架构、提升生产效率、压缩运营成本，以此储备资金，加码布局增长潜力最大的赛道。” 贝克惠岑说道。 全年财年业绩指引方面，金宝汤维持此前预期：内生净销售额同比下滑区间为 1%–2%，调整后全年每股收益 2.15–2.25 美元。FactSet 统计的分析师一致预期全年调整后每股收益 2.17 美元。 总部位于新泽西州卡姆登的金宝汤曾在 3 月下调全年初始业绩预期，彼时零食需求疲软持续拖累整体营收。公司当时表示，正采取多项举措提升市场竞争力，包括加大促销力度、考虑降价、推出全新产品。 责任编辑：郭明煜

(RTTNews) - Griffon Corp. (GFF) Monday revealed a definitive agreement to sell its AMES Australasia business to an investment group led by the management of AMES Australasia with support from Australian financial investors. The sale will be through a joint venture formed by Griff

PM Images/DigitalVision via Getty Images There are plenty of REITs ( VNQ ) that offer a high dividend yield. However, high yield typically comes with high risk. The market may not be perfectly efficient, but it is not stupid either. If it is pricing a REIT at a high yield of 6% or more, typically, it means that there is something seriously wrong with the REIT and its dividend is at high risk of being cut. But there are exceptions. Those are REITs that have investment-grade rated balance sheets, solid assets, good dividend coverage, and yet, they are still priced at high yields simply because of their deeply discounted valuations. Here are three such examples that I am buying for my retirement. Vonovia SE ( VNNVF )( VONOY ) Vonovia is the biggest landlord in Europe, owning a portfolio of over 500,000 apartment units, primarily located in Germany. As such, it has a huge scale, with an enterprise value of about €81 billion, greatly reducing its risks. Vonovia Importantly, the way rents are regulated in Germany assures that Vonovia is very likely to enjoy steady 3-4% annual rent growth for a long time to come. That's because its current lease rates are deeply below what they would be in a free market, and the regulations only let it gradually bump up its rents over time. It slows down growth during the peak years, but it also results in much steadier growth throughout the cycles, with rents continuing to rise in Germany even during the Great Financial Crisis. Vonovia As a result of these regulations, the German housing market is severely undersupplied, with occupancy rates at near-100%. It simply isn't possible to bring any meaningful new supply to the market in a profitable way for developers. The cost to build similar apartment complexes in Germany is simply too high relative to the rents that they would be able to charge over time. Vonovia This means that Vonovia's cash flow is extremely secure. It owns the most essential infrastructure of German society. It is stric...

Oriole and AMD Deploy Photonic AI Network for ARIA Scaling Inference Lab HPCwire

Southwest Airlines Chief Operating Officer Andrew Watterson says business travel has remained “incredibly strong” despite higher costs related to the War in Iran. He speaks with Lisa Abramowicz on the sidelines of the IATA Conference in Brazil. (Source: Bloomberg)

信通院最新数据显示，今年4月，国内市场5G手机出货量2474万部，占同期手机出货量96%，占比创历史新高；同期，4G手机出货量在100万台左右，约占4%。 换而言之，2G/3G手机几无出货量。 老旧终端的自然淘汰，为运营商关闭2G/3G网络提供了最有利的市场条件。长期以来承受网络“四代同堂”压力的国内运营商于是加快网络退网行动，并一改以往“遮遮掩掩”的做法——虽提醒用户升级网络、迁移至4G/5G，但并未明确2G/3G退网时间表。今年5月中旬，浙江联通发布《关于3G网络服务退网的公告》，明确表示“浙江省中国联通3G网络将于6月15日全面退出服务”。 从全球来看，美国的2G/3G网络已于2024年2月全部关停;日本的2G/3G网在2026年3月全部关停；英国、德国、意大利、澳大利亚等国也已关停3G网络，并明确了2G网络关停的时间表。即使在非洲，许多运营商也给出了3G关停时间。 随着4G、5G的普及和6G的临近，移动运营商关停2G或3G（或同时关停）网络成为必然。否则， 移动通信史上史无前例的“五代同堂”将给网络、频谱资源和运维成本带来难以承受的压力。 全球首张3G商用网络谢幕 全球2G/3G退网已进入关键加速期，这场历时十多年甚至数十年的技术更迭，自2025年以来达到前所未有的规模与深度。据GSA（全球移动供应商协会）统计，2025年全球约有76张2G/3G网络关停，较上年增长40%。进入2026年，2G/3G网络关停潮仍在持续，并发生一件标志性事件——业界公认的“全球首个 3G 商用网络”正式谢幕。 25年前（2001年），日本运营商NTT Docomo推出了全球首张基于WCDMA制式的3G商用网络，加之i-mode服务的推出，使得在安卓和iPhone主导市场之前，日本便构建了独具特色的移动互联网生态系统。但随着4G、5G的发展，2G和3G在日本逐渐式微。早在2012年，日本运营商就关停了2G网络。2022年和2024年，KDDI和SoftBank分别关闭了3G网络。随着今年3月31日NTT Docomo关闭3G网络，日本的2G/3G网络自此全面退出。 美国也是如此。3G网络已于2023年彻底退出，在2024年2月T-Mobile关闭其GSM网络后，2G在美国也全部退网。 另外，在推进2G/3G退网的进程中，不同区域呈现出鲜明的差异化特征： 亚洲地区倾向“先退2G、再...

惠誉预计石油产量将在数周内回升至大致正常水平。(蓝鲸新闻)

Key PointsMicrosoft stock gained ground last month amid bullish momentum for the AI trade.

不久前，健合集团交了一份亮眼的成绩单：2025年的全年营收为143.5亿元，创历史新高；毛利率为62.4%，近四年最高。三大业务线方面，Swisse登顶中国VHMS第一，合生元在奶粉寒冬里逆势抢下近20%的超高端婴配粉市场份额，就连宠物业务也做到了21.5亿元。 单看这些，你会觉得这家公司一定赚得盆满钵满。但事实上，健合集团的归母净利润率只有1.37%。也就是说，每卖出去100块钱的东西，毛利润算起来有62块多，但最后真正落在口袋里的只有1块3毛7。 钱被谁拿走了？是企业维持运转的成本太高了，还是说这家“营养帝国”本来就不像看上去那么能挣钱？ 负债上百亿，健合，买出一个“全家营养帝国” 健合集团的前身是合生元，1999年由罗飞、罗云兄弟在广州创立。 创业初期，合生元不过是个卖营养粉剂的小公司，直到2000年与法国拉曼集团合作，借助益生菌概念打开了婴童健康食品的大门。仅益生菌一个单品，2007年的年销售额就突破了2亿元。 2008年奶粉安全风波重挫国产奶粉信任，合生元以“法国注册、欧洲奶源、原罐进口”的定位在婴配粉市场迅速崛起，营收从2008年的3.26亿元一路冲至2013年的45.65亿元。2010年12月，公司登陆港交所，正式站上了资本舞台。 2015年，合生元斥资17.01亿元收购澳洲保健品品牌Swisse，精准踩中中国保健品爆发前夜。Swisse全球销售额从被收购时的不到3亿澳元飙升至2025年的10亿美元。 尝到甜头后，公司在2017年更名为健合（H&H）国际控股有限公司，加速海外并购：2018年拿下法国有机婴儿食品Good Goût，2019年收购英国益生菌护肤品牌Aurelia，2020至2021年间又耗资约50亿元拿下美国宠物品牌Solid Gold与Zesty Paws，正式切入宠物营养赛道。 ▲ 至此，健合集团花了近十年时间，从一家中国婴配粉公司转型成为一个横跨成人、婴儿、宠物的“全家营养帝国”。 但靠“买买买”堆出一个帝国，自然也要付出一定的代价。 最为明显的便是负债率。 截至2025年末，健合集团资产负债率达69.12%，负债总额134.1亿元，2025年单融资成本就要花掉9.1亿元。 要知道，这一年的归母净利润只有1.96亿元，而在健合的财报披露语境中，“融资成本”指的是计入财务费用的利息支出。也就是说单单利息支出，就已经是整个集团一年净利润...

继今年3月被法院裁定受理破产清算申请后，6月7日，Seesaw运营主体上海西舍咖啡有限公司新增多例破产审查案件，申请人分别为上海琉璃工房玻璃艺术品有限公司与上海玛露实业有限公司，均以该公司不能清偿到期债务且明显缺乏清偿能力为由申请破产清算。 （来源：天眼查截图） 与此同时，公司创始人吴晓梅被限制高消费，Seesaw的社交账号内容停留在了2025年11月——所有迹象都指向同一个事实：这个曾被誉为“中国精品咖啡黄埔军校”的品牌，正在以一种令人唏嘘的方式走向终点。 而这，不过是整个精品咖啡赛道退潮的一个缩影。从2021年的投融资狂欢到眼下的集体困顿，中国精品咖啡行业不过用了短短五年，就走完了从“被资本追捧”到“被市场拷问”的全部周期。 资本为什么相信“中国版星巴克”的故事？ 2021年前后，资本近乎疯狂地涌入了从线下连锁到线上速溶、从现磨即饮到预包装产品的每一个咖啡细分品类。Seesaw曾以10亿元估值傲视群雄，M Stand仅10家店时就拿到超7亿估值，Manner则凭着美团、字节、淡马锡的加持估值向30亿美元估值飞奔。彼时，“精品咖啡”四个字就像一张印钞凭证，只要贴上这个标签，融资额度似乎就没有天花板。 （来源：蓝鲨消费制表） 为何资本在那一时期如此热衷一杯精品咖啡？ 首先，“对标叙事”的诱惑。 彼时，瑞幸虽因财务造假陷入低谷，但中国咖啡市场的巨大潜力已被验证——太平洋对岸的星巴克市值超过千亿美元，而中国作为全球最大的新兴咖啡消费市场，还没有出现一个能与星巴克分庭抗礼的本土高端连锁品牌。Seesaw对标蓝瓶、Manner对标星巴克“小而美”的版本——每一个精品咖啡品牌的BP里，几乎都藏着一个“中国版某某国际大牌”的资本故事。这种对标逻辑在消费投资最火热的年代屡试不爽。 其次，消费升级红利与年轻人群追捧。 2019-2021年间，“消费升级”是资本市场最核心的叙事主线。新式茶饮（喜茶、奈雪）、新式烘焙（虎头局、墨茉点心局）、新式面馆（和府捞面、马记永）轮番成为资本宠儿。咖啡作为比茶饮更具“成瘾性”和“高复购”属性的品类，天然更容易被资本青睐。而95后、00后消费者对现磨咖啡的接受度远高于上一代人，他们愿意为好设计、好故事、好体验支付溢价——这正是精品咖啡品牌赖以生存的客群基础。 第三，高毛利与可复制性的想象空间。 一杯精品咖啡的原材料成本（咖啡豆、牛奶、包材）通常在5-...

Broadcom’s underwhelming results prompted a stock market selloff that has been exacerbated by new economic data and geopolitical developments.

“你应该感到高兴！”在全球科技股遭遇抛售之际，英伟达CEO黄仁勋非但没有回避，反而将这轮下跌定性为入场良机。 周一，韩国基准股指Kospi大幅下挫，美股科技股上周五亦因加息担忧走低，AI交易热情明显降温。 黄仁勋在首尔会见SK集团会长崔泰源后对记者表示：“我们正处于起点，无论股市发生了什么，你都应该感到非常高兴， 因为现在可以打折买入 。” 他强调，“所有人都应该感到非常兴奋。” 面对外界对股市波动的质疑，黄仁勋坚持其一贯立场。他表示， AI成为全球基础设施是"板上钉钉的事"，正如互联网当年成为全球基础设施一样。 他认为， 行业目前仍处于构建AI底层基础设施的早期阶段，这一基础设施将支撑未来以AI为核心的经济形态，并由此带动对数据中心及芯片的持续大规模需求。 在首尔访问期间，英伟达与SK海力士宣布签署多年合作协议，共同开发面向AI应用的下一代内存芯片。消息公布后，SK海力士股价跌幅明显收窄，一定程度上缓解了当日市场的悲观情绪。 AI概念股领跌，亚洲芯片股重挫 此轮科技股抛售的导火索，在于市场对AI交易过热的担忧，以及美联储可能加息的预期。此前持续上涨的全球科技板块因而承压。 上周五，科技股抛售浪潮加剧，芯片类股指数单日重挫10%。 亚洲芯片板块同样遭受重创。三星电子跌幅一度高达11%，SK海力士下挫10%，台积电下滑5.7%，韩国市场更因跌势触发熔断机制。 市场情绪的逆转，折射出投资者对AI基础设施投资能否持续兑现回报的疑虑。 彭博MLIV策略师Garfield Reynolds指出，美国CPI数据（将于本周三公布）很可能进一步巩固市场对美联储加息的预期，"在投资者追逐AI动量行情后过度押注的背景下，股市正面临更高收益率与风险溢价消退的双重压力"。 高盛集团亚太区首席股票策略师Timothy Moe则在彭博电视节目中表示， 此轮修正"从长远来看将被证明是一次技术性回调，尽管令人担忧，但仍处于更长期牛市格局之中"，并预计韩国股市在触发熔断后将迎来反弹。 此外，据媒体报道，大量寻求为AI项目融资的企业纷纷涌入市场发行新股，也令华尔街对是否有足够买盘承接产生疑虑。 黄仁勋+韩国总统联手“救场”，韩股跌幅一度收窄，美股盘前科技股多数反弹 市场风声鹤唳之际，黄仁勋承担了提振信心的角色。 周一，英伟达与SK海力士正式宣布建立多年期技术合作伙伴关系，双方将围绕下一代AI存储芯片展...

格隆汇6月8日｜大商所焦煤期货07合约跌近7.5%，逼近跌停。

Key PointsOpendoor is closing in on positive adjusted earnings, and that's a solid foundation.

百事公司已在亚利桑那、得克萨斯、阿肯色三州投入 41 辆自动驾驶卡车，自动驾驶货运技术正式走入主流商用场景 内容速览 百事公司在亚利桑那州公共道路投放 35 辆无安全员自动驾驶卡车，成为美国首家大规模落地自动驾驶货运车队的大型快消企业。 一辆重达 26000 磅的厢式货车满载多力多滋、菲多利薯片，从配送中心驶出，开往 4 英里外的一家 沃尔玛 超市。这辆卡车外观和普通货运车别无二致，但驾驶座上空无一人。 这是百事公司（股票代码 PEP）投放在亚利桑那州道路上的 35 辆无人驾驶卡车之一。百事也由此成为美国首家公开大规模在公共道路投入自动驾驶货运车队运营的大型消费品企业。这些自动驾驶卡车穿梭在繁忙高速公路与城市街道之间，往返于饮料灌装厂、仓储中心以及沃尔玛、达乐平价超市等线下门店，运送百事全系列产品。 美国南部、中南部各州（尤以得州为主）已有至少九家自动驾驶卡车企业开展业务，但多数车辆仍配备人类安全员，或是仅局限于小规模测试。百事此次合作的车队搭载自动驾驶企业加蒂克研发的传感器与车载计算系统，运营成熟度更进一步，技术突破难度对标威摩、 特斯拉 等企业推出的小型轻型无人驾驶出租车。 百事北美饮料事业部供应链高级副总裁吉姆・法雷尔表示：“我们当下的运营是实打实的商业化落地，多条市场线路同步稳定运转，绝非实验室里的试验项目。” 百事另在得克萨斯州投放 5 辆自动驾驶卡车、阿肯色州投放 1 辆。这批中型、重型厢式货车由五十铃汽车制造，整车设计与生产环节均与加蒂克联合研发。 卡车车头、车尾搭载多组摄像头，同时配备雷达与激光雷达设备，实时识别路面全部路况。驾驶室保留方向盘与空调系统，三块平板电脑大小的显示屏实时同步车载摄像头画面与机器视觉系统数据，界面逻辑类似特斯拉汽车的自动驾驶仪表盘。记者实地短途试乘期间，车辆自主转动方向盘平稳转弯，全程从未超速。 卡车搭载摄像头、雷达、激光雷达感知路面环境 加蒂克联合创始人、首席工程师阿佩克莎・库马瓦特在凤凰城正午高温下陪同记者试驾，她介绍：当前量产车型仍保留车载平板显示屏，但下一代无人驾驶卡车从设计层面将彻底取消方向盘，甚至可以省去完整驾驶室；不过车载空调系统会持续保留，用于为车载计算设备散热。 加蒂克称，百事是其在美国规模最大的客户之一，但并未透露其余美国合作企业。该公司另有 20 余辆自动驾驶卡车在多伦多地区为加拿大最大零售商罗布劳集团...

Why Is Broadcom Stock Gaining Monday? Benzinga

伊拉克民航局8日下午发表声明，宣布正式重新开放伊拉克领空，恢复所有机场的进出港航班。 声明说，伊民航局将继续与相关部门协调，密切监测和评估局势，以确保伊拉克领空安全。 伊民航局7日晚发表声明说，为防范安全风险，伊拉克领空将暂时关闭72小时，其间禁止所有进出港及过境航班运行。 当地时间7日晚，伊朗对以色列北部发动“警告性”导弹打击，以回应以方扩大在黎巴嫩的军事行动。据伊朗伊斯兰共和国通讯社8日报道，伊朗武装部队哈塔姆安比亚中央总部当天发表声明说，在回应以色列近期针对黎南部及贝鲁特南郊的军事行动后，伊朗武装力量目前已结束本轮军事行动。(新华社)

Caris Life Sciences ( CAI ) announced that its board of directors has approved a share repurchase program of up to $100M. CAI shares up 3.2% premarket. More on Caris Life Sciences, Inc. Caris Life Sciences, Inc. (CAI) Presents at Bank of America Global Healthcare Conference 2026 Transcript Caris Life Sciences, Inc. (CAI) Q1 2026 Earnings Call Transcript Caris Life Sciences, Inc. 2026 Q1 - Results - Earnings Call Presentation Caris outlines 20% 2026 volume growth while preparing Caris Detect launch with Everlywell Caris Life Sciences, Inc. GAAP EPS of $0.00 beats by $0.03, revenue of $216.2M beats by $6.53M